SEMI：2025年Q1全球半导体资本支出增长27%

Core Insights - The global semiconductor capital expenditure is projected to increase by 27% year-on-year in Q1 2025, despite a 7% quarter-on-quarter decline [1] - Continued investments in advanced logic, high bandwidth memory (HBM), and advanced packaging technologies supporting AI applications are driving this growth [1] - Capital expenditure related to memory is expected to grow by 57% year-on-year, while non-memory sector expenditure is anticipated to rise by 15% during the same period [1]